🚀 6/1 Hotfix Release
- ✨ Review Distribution: Manual fixed-commission and piece-rate KPI cells now accept negative values
- 🐛 Review Distribution: Fixed KPI values being lost when leaving a review distribution to edit the plan and returning
🚀 6/2 Release
- ✨ Add HCP MCP tools to SW MCP
- ✨ Add new sub-domain to auth into SW MCP
🚀 6/8 Release
- ✨ Metric Drilldowns & Datasets: dataset drilldown added to review distribution flow; employee filter added to dataset tab of metric drill-down modal
- ✨ Plan Summary: removed role column from participants table
- ✨ Payouts History: sorted most-recent-first; added "Finalized" timestamp column
- ✨ UI Polish: tables expand downward instead of internal scroll; red confirm on "Remove" participant; clearer discard-changes prompt; removed "(Optional)" labels; black centered logo; improved nav collapse
icon
- 🐛 Admin sidebar shows active headcount only; fixed biweekly metric snapshot overlap inflating values; fixed plan start-date options after week-start change; fixed dashboard save on stale metric reference;
"Rows per page" persists; dataset values capped to 2 decimals
Sharewillow BE Release 6/10
- ✨ Support Jobber OAuth flow
- ✨ Add company notes per Avoma knowledge base
🚀 6/11 Release
- ✨ Safer Defaults: Clear Data modal opens with no periods pre-selected; Add/Edit Employee drawer defaults comp rate to Hourly
- 🐛 Deductions no longer eat into hourly pay (negative KPI rules floor at $0 per bucket); Performance Pay Summary correctly highlights Base Pay as winner on net-negative deductions; fixed missing earlier
start-date options; fixed Select Date dropdown scroll in publish modal
🚀 6/19 Release
- ✨ Launched Ask ShareWillow — built-in AI assistant with real-time streaming chat (frontend + backend); fresh chat on open with history; plain-language tool/action names; long tool-call runs collapsed by
default; selectable response text; Intercom launcher hidden while assistant open; detailed errors hidden from end users (admin/impersonation only)
- ✨ UI Polish: black main font color + semi-bold weights; People/Metrics/Plan tables expand downward
- 🐛 Fixed manually-entered scorecard metrics not appearing in projected payout; fixed threshold popover height on weekly plans
- 🔧 Internal: tracking added for non-chat LLM usage in back-office AI cost view
🚀 6/30 Release
- ✨ Self-Serve Sign-Up Wizard: auto-advances after integration connect; separated get-started completion from employee-import onboarding; Jobber tile greyed out "coming soon"
- ✨ Integrations: ShareWillow connectable from within Jobber marketplace
- ✨ Metrics/Performance/People: sort/filter by plan name on Metrics page; Role/Department filters on People page; Qualifiers get "View details" drill-down; mobile metric overlay swipe-to-collapse
- ✨ Reports: new "Master Pay File with Job Type" preset for ServiceTitan customers
- ✨ UI Polish: Payouts default to "Confirmed" view; KPI expand view width fix; semi-bold company name; more spacing in payout KPI breakdown
- 🐛 Fixed missing comma separators in payout breakdown; fixed admin payout drawer period selector; unconfirmed/empty periods filtered from admin plan summary by default; revenue tiers/commission now optional
on hourly+incentives templates; fixed inactive participants showing as enrolled; weekly metric views group by month not quarter; fixed plan-scoped leaderboards missing shared metrics; fixed company Profit
metric not showing despite Integration Hub data
- 🔧 Internal: fixed flaky threshold-ordering test